Wealth management

The company celebrated its 25th anniversary as a public company with net earnings of $700 million in its wealth unit. The profits were an improvement from its losses last year.

Citi's CEO Jane Fraser assured investors Friday that the megabank was on the rebound from a corporate restructuring and regulatory actions.

The megabank saw a 15% increase in assets under management in its wealth management division in the second quarter.

Rising expenses from increasing asset values in client accounts also put a dent in the unit's bottom line in the second quarter.

For financial advisors, tax professionals and their clients, the opportunities and acronyms look endless. Three experts explain the key questions to consider.

With the recent bull market being driven by just a few companies, many clients are asking: Why wasn't I in that stock? Here's how to answer.

Neil McLaughlin, who'taking over RBC's wealth unit after running its personal and commercial banking divisions, is seen as a likely CEO successor.

Advisors who don't consistently make their dollars-and-cents value apparent to clients risk not only being undervalued but also "laid off."

The decisions indicated that justices will use far stricter scrutiny of government regulations moving forward, and some cases dealt a direct impact right away.

Low-interest debt backed by an asset can be good, but high-interest, unsecured credit cards are not; however, reducing high-interest credit card debt should be prioritized.

A look at which firms had the biggest loan balances and revenue numbers and the relationship between the two.

Asset-Map's founder and CEO H. Adam Holt talks on the power of creating visuals for clients to see their financial lives and the firm's next steps in going holistic.

The arbitration award comes amid the industry's aggressive push to make sure departing wealth managers pay back money owed on recruiting loans.

Estate attorneys are creating trusts to extend wealth until people who get cryonically preserved can be revived — even if it's hundreds of years later.

The fate of hyperrealistic advisor bots depends on many factors — including the validity of a phenomenon dubbed the "uncanny valley" effect.

Firms that haven't been afraid of generous recruiting offers have shown the greatest growth in recent years.

Art carries higher rates than most investments, but financial advisors and their clients can tap into trusts, charitable donations, loss harvesting and the stepped-up basis.

A federal judge agrees with plaintiffs that the Federal Trade Commission lacks authority to set rules on unfair competition.

When your clients are divorcing, you need to figure out two things: Which one is your client, and who is their attorney?

He owns the home. She pays half the mortgage. Is that fair?